Retirement Plan Producer

CBIZ

. Drive new business growth by selling group retirement plan solutions, including 401(k), 403(b), Defined Benefit plans, endowments, foundations, and non-qualified plans .

Posted 10/27/2026full-timeColumbia • Maryland • United StatesMid-LevelSenior💰 $80,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in selling retirement plan solutions, including 401(k) and 403(b) plans, while adhering to compliance and fiduciary standards. Proven ability to engage clients, assess their needs, and provide tailored financial solutions.

Highest-signal resume keywords

Retirement Plan SalesFINRA Series 65 LicenseKnowledge of ERISAClient EngagementSales Target Achievement

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Retirement Plan SolutionsSales Pipeline ManagementPerformance Metrics TrackingNegotiation SkillsFinancial Services Experience

Soft Skills

Superior Verbal CommunicationWritten Communication SkillsPresentation SkillsNetworking Ability

Tools & Technologies

CRM ToolsCompliance Software

Certifications & Qualifications

FINRA Series 65 LicenseSeries 7 and 66 (if applicable)

Industry Keywords

Fiduciary StandardsRetirement-Industry Regulatory ComplianceERISABusiness NetworkingInstitutional Market Contacts

About the role

Key responsibilities & impact

Drive new business growth by selling group retirement plan solutions, including 401(k), 403(b), Defined Benefit plans, endowments, foundations, and non-qualified plans
Achieve and exceed assigned sales targets
Identify and engage prospective clients through networking, referrals, and direct outreach
Assess organizations' retirement plan needs and present tailored solutions
Negotiate and close new business while adhering to compliance and fiduciary standards
Maintain an active sales pipeline and track performance metrics using CRM tools
Educate and advise clients on retirement solutions and industry regulations
Collaborate with investment advisors, compliance specialists, and plan administrators
Monitor industry trends, regulatory changes, and competitive products
Participate in industry events, networking opportunities, and CBIZ marketing initiatives
Maintain required industry licensing and fiduciary and compliance responsibilities

Requirements

What you’ll need

High School Diploma or GED equivalent
Some relevant industry experience
Must obtain required licenses/credentials
Superior verbal, written, presentation, and negotiation skills
Proficient use of applicable technology
Ability to communicate verbally and in writing across all organizational levels
Ability to travel based on client and business needs
FINRA Series 65 license required, or Series 7 and 66, or ability to obtain Series 65 before start date
5+ years of experience in retirement plan sales, financial services, or a related field
Strong knowledge of ERISA, fiduciary standards, and retirement-industry regulatory compliance
Existing network of business and institutional market contacts preferred
Bachelor's degree in Finance, Business, or related field preferred

Benefits

Comp & perks

Competitive base salary
Uncapped commission structure
Comprehensive health, dental, and vision benefits
401(k)
Professional development support
Industry training
Career growth opportunities